Michael Hakimi

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 10/2014 → Present
  Bank Of America N.A.
  Jacksonville, FL

Other Businesses

I*1845258 , Entity Type,Entity SRO Name of OBA:Financial Industry Regulatory Authority, Inc. Address:Washington, District of Columbia,20006 Investment Related: NO Position, Title, Association: Consultant/Independent Contractor Employee Start Date:07/31/2024 No Hours: 5 YEARLY No Hours during trading: 5 Duties:Abitrator activities including participate in hearings (such as prehearing, discovery, arguments), render decision(s) and resolve disputes.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-17
• S63 Uniform Securities Agent State Law Examination
  2015-01-16